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Name Holding Trade Value Shares
Change
Change in
Stake
PO
1001
Private Ocean
California
$165K -$45.7K -225 -23%
BAM
1002
Bellevue Asset Management
Washington
$163K
EDRH
1003
Edmond de Rothschild Holding
Switzerland
$158K +$19.3K +95 +15%
KFI
1004
Key Financial Inc
Pennsylvania
$155K +$21.5K +106 +17%
SIC
1005
Salem Investment Counselors
North Carolina
$149K +$203 +1 +0.1%
PCG
1006
Private Capital Group
Connecticut
$147K
NIM
1007
NuWave Investment Management
New Jersey
$146K +$137K +674 New
CT
1008
Clearstead Trust
Maine
$144K -$19.5K -96 -13%
DHGWA
1009
Dixon Hughes Goodman Wealth Advisors
North Carolina
$142K +$203 +1 +0.2%
BONH
1010
Bank of New Hampshire
New Hampshire
$142K +$133K +656 New
BFEC
1011
Benjamin F. Edwards & Company
Missouri
$139K -$20.3K -100 -13%
TFP
1012
Tilia Fiduciary Partners
North Carolina
$138K
PFSC
1013
Peoples Financial Services Corp
Pennsylvania
$136K
TAIM
1014
TD Ameritrade Investment Management
Nebraska
$134K -$6.09K -30 -5%
IAM
1015
Infusive Asset Management
New York
$132K -$29.9K -147 -19%
FF
1016
FourThought Financial
Florida
$130K -$33.5K -165 -22%
BC
1017
Blackhill Capital
New Jersey
$130K
Macquarie Group
1018
Macquarie Group
Australia
$128K -$32.8M -161,352 -21%
JFGIW
1019
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$128K -$5.69K -28 -5%
NR
1020
Newfound Research
Massachusetts
$122K -$53K -261 -32%
BEI
1021
Benjamin Edwards Inc
Missouri
$121K +$61.7K +304 +120%
BAM
1022
Baldrige Asset Management
Pennsylvania
$120K
TSWM
1023
Tyler-Stone Wealth Management
Ohio
$119K
IBOK
1024
Independence Bank of Kentucky
Kentucky
$117K -$20.3K -100 -16%
CWA
1025
Clearview Wealth Advisors
Oregon
$117K -$7.72K -38 -7%